INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
MNSO | Impressive 5-Year Investor Day Targets
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REPLAY | RH Black Book | The Next Chapter Learn More
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Replay of our RH Black Book - The Next Chapter: 2027 EPS of $48, Which We Think Gets A 25x Multiple, or a $1,200 Stock

Financials 4Q23 Earnings Recap | DFS
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Financials 4Q23 Earnings Recap | CFG Learn More
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Macro Will Dominate The Short-to-Intermediate Term

Systemic Contagion Risk Tracker | 2-10 Spread Up +35 bps MoM While High Yield OAS Accelerates Learn More
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This product tracks and measures changes in systemic risk in various Financial Systems around the world.

China | December E-commerce Growth Accelerates Again
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CHINA: REBOUND OR RELAPSE? | GEOPOLITICAL CALL WED, JAN 17 @ 12PM W/ YUN SUN OF THE STIMSON CENTER Learn More
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Our Washington Chief J.T. Taylor and special guest Yun Sun of the Stimson Center in Washington hosted a geopolitical and economic discussion of China.

Staples Insights | Dec. food manufacturing PPI (HSY), Soda tax (PEP), Drizly shutdown (DEO) Learn More
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Daily consumer staples note covering December food manufacturing PPI, soda tax increases, and new oat milk innovation to turn around sales.

A.I. Stock Screener - Weekly Update Learn More
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Our A.I. Stock Screener analyzes over 350 stocks across the U.S. Financials and Housing sectors, ranking each on its probability to outperform or underperform over the coming 12 months.

Weekly Position Monitor Learn More
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A list of our favorite long and short investment ideas.

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